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As law firms continue to transform their workflows and technology in an effort to become more efficient, many are adopting Microsoft Copilot. Yet while Microsoft Copilot is an extremely powerful tool, capable of reshaping a firm’s processes, many CIOs and other firm leaders share a very real concern about the possibility of oversharing sensitive client/matter

U.K. accounting firm will use Intapp Documents and Intapp Workspaces to enable modern work initiatives and enhance knowledge management using Microsoft 365 applications

PALO ALTO, Calif. — December 3, 2024 — Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today announced that U.K. accounting firm Milsted

For financial services firms, selecting and implementing a new technology solution is usually a resource-intensive endeavor.

Stakeholders are typically under pressure to get a fast return on the time and money invested — which means users need to quickly embrace the solution and integrate it into their workflows.

Taking the time to understand what users

With the updates in the 2411 Europa product release, Intapp DealCloud users have gained several new features that will save them time by bringing DealCloud capabilities to where they are, whether that is a particular DealCloud dashboard or another application altogether.

We’re excited to highlight three of these new user experience enhancements: 

  • Assist-powered search
  • Actionable

Large-scale, firmwide change can be triggered by organizational or leadership changes, a decision to expand firm offerings, or a need for updated technology. No matter the cause, if you’re preparing to lead major change at your firm, developing a solid change management strategy is a critical first step to help the change stick.

Below, we’ll

As we approach 2025, private equity (PE) investment in accounting firms is emerging as a significant trend. This shift, which began in 2021 with EisnerAmper’s acquisition, has gained momentum with recent high-profile deals involving top accounting firms like Grant Thornton LLP and Baker Tilly US.

The growing appeal of accounting firms to PE investors

Private

Gemma Prescott, Senior Solutions Management Director for Operations & Finance at Intapp, and Lavinia Calvert, former Vice President of the Legal Industry Group at Intapp published an article in Reuters. In the article they explain how providing training and technology that fosters Activator behaviors among newer lawyers may motivate them to remain at their firm.

The American Institute of Certified Public Accountants (AICPA) has issued four new quality management and risk assessment standards for auditing private companies. These standards will go into effect December 15, 2025 — just over a year from now. That means time is running out for firms to update their risk processes and systems.

Not quite

Maintaining strong governance and security frameworks is key to any firm’s success — and modern collaboration tools are essential. AI-driven technologies like Microsoft Copilot are transforming how firms deliver services, allowing professionals to work more collaboratively and securely than ever before.   

During our webinar, “A modern collaboration story with governance, security, and Microsoft Copilot

Global consulting firm will deploy the Intapp DealCloud platform to enhance pipeline visibility and deal execution for Corporate Finance practice group

PALO ALTO, Calif. — October 22, 2024 — Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today announced that global consulting firm Alvarez & Marsal

The accounting network is using Intapp Conflicts to centralize, systematize, and simplify the conflicts clearance process for member firms

PALO ALTO, Calif. — October 15, 2024— Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today announced that Crete Professionals Alliance (Crete PA) has implemented

As private equity firms continue to invest in the accounting industry, establishing independence through conflict checking has become even more consequential than before. That’s the message we’re hearing here at Intapp from our accounting firm clients.  

Below, we look at why reliable conflict-checking processes have become so critical for accounting firms, how these processes